Carson Wealth (CWM LLC)
OPXS icon

Carson Wealth (CWM LLC)’s Optex Systems OPXS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OPXS Stock Details OPXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32K Hold
100
– – ﹤0.01% 5357
2025
Q4 		$1K Hold
100
– – ﹤0.01% 5260
2025
Q3 		$1K Hold
100
– – ﹤0.01% 5167
2025
Q2 		$1K Hold
100
– – ﹤0.01% 5046
2025
Q1 		$1K Hold
100
– – ﹤0.01% 4962
2024
Q4 		$1K Hold
100
– – ﹤0.01% 4766
2024
Q3 		$1K Hold
100
– – ﹤0.01% 4663
2024
Q2 		$1K Hold
100
– – ﹤0.01% 4445
2024
Q1 		$1K Buy
+100
New +$637 ﹤0.01% 4180

Other funds holding OPXS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OPXS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Optex Systems (OPXS) position steady in Q1 2026 at 100 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #5357.

Carson Wealth (CWM LLC) first reported a position in OPXS in Q1 2024 and has held it in 9 quarters since. 35 funds tracked by Wall St. Rank hold OPXS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 100 shares of Optex Systems worth $1.32K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Optex Systems share count unchanged in Q1 2026.
  • Optex Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5357 holding.
  • Carson Wealth (CWM LLC) first reported a position in Optex Systems in Q1 2024 and has held it in 9 quarters since.
  • 35 funds tracked by Wall St. Rank held Optex Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.